§ 13F · FUND PROFILE
PW ADVISORS, LLC \ FL.
AUM · $150M (13F)Positions · 36Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AVUV | AMERICAN CENTY ETF TR | 170K | $21M | — | — |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 478K | $21M | — | — |
| 3 | JMUB | J P MORGAN EXCHANGE TRADED F | 330K | $17M | — | — |
| 4 | MUNI | PIMCO ETF TR | 318K | $17M | — | — |
| 5 | IVV | ISHARES TR | 11K | $8M | — | — |
| 6 | IDEV | ISHARES TR | 91K | $8M | — | — |
| 7 | IJH | ISHARES TR | 96K | $7M | — | — |
| 8 | AVDV | AMERICAN CENTY ETF TR | 72K | $7M | — | — |
| 9 | AVEM | AMERICAN CENTY ETF TR | 72K | $7M | — | — |
| 10 | DFAT | DIMENSIONAL ETF TRUST | 55K | $4M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PW SIGNAL
AC read
PW ADVISORS, LLC \ FL is a Other fund managing $150 million in assets. The fund runs a portfolio of 36 positions.
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